Bridge Creek Capital Management LLC
Assets Under Management
$470.6M
Number of Clients
337
Number of Advisors
3
Average Client AUM
$1.4M
AUM per Advisor
$156.9M
Compensation
Fee-Only (AUM)
About This Firm
Bridge Creek Capital Management LLC manages stock and bond portfolios for various clients, including individuals, trusts, retirement plans, businesses, and non-profit organizations. The firm focuses on personal service and attention to detail, aiming for growth in assets after taxes and inflation, income generation, and capital preservation. Investment decisions are made with a long-term view, based on fundamental research and total return potential.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.38% |
| $50M+ | 0.35% |
Fees are negotiated in special circumstances.
Fee Estimator
You'll pay an annual fee based on the amount of assets Bridge Creek manages for you. For example, the fee is 0.85% for the first $1 million, and it decreases as your portfolio grows. The minimum account size is $500,000, and the minimum annual fee is $4,250. Fees may be negotiable in special circumstances.
Areas of Practice
Location
1095 Main Street, West Barnstable, MA, 02668-0648